The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AES Corporation COMMON 00130H105 152,438 10,674,961 SH   SOLE   9,104,961 0 1,570,000
Agilent Technologies, Inc. COMMON 00846U101 120,129 2,148,230 SH   SOLE   1,831,530 0 316,700
Alcoa Inc. COMMON 013817101 138,267 10,743,351 SH   SOLE   9,172,351 0 1,571,000
Altria Group Inc. COMMON 02209S103 245 6,535 SH   SOLE   6,535 0 0
American Intl Group, Inc. COMMON 026874784 147,916 2,957,721 SH   SOLE   2,521,521 0 436,200
Applied Materials COMMON 038222105 136,241 6,673,589 SH   SOLE   5,686,889 0 986,700
Baker Hughes Inc. COMMON 057224107 117,762 1,811,169 SH   SOLE   1,548,469 0 262,700
Bank of America Corp COMMON 060505104 164,960 9,590,716 SH   SOLE   8,199,616 0 1,391,100
BP PLC Sponsored ADR COMMON 055622104 155,228 3,227,189 SH   SOLE   2,723,489 0 503,700
Capital One Financial COMMON 14040H105 147,114 1,906,611 SH   SOLE   1,630,211 0 276,400
Cardinal Health Inc. COMMON 14149Y108 116,462 1,664,219 SH   SOLE   1,418,819 0 245,400
Chubb Corporation COMMON 171232101 387 4,334 SH   SOLE   4,334 0 0
CIT Group Inc COMMON 125581801 141,008 2,876,532 SH   SOLE   2,453,232 0 423,300
CitiGroup, Inc. COMMON 172967424 143,401 3,012,630 SH   SOLE   2,568,730 0 443,900
Comcast Corp Cl A COMMON 20030N101 143,736 2,872,430 SH   SOLE   2,449,530 0 422,900
CVS Caremark Corp COMMON 126650100 150,681 2,012,842 SH   SOLE   1,716,142 0 296,700
Diamond Offshore Drilling, Inc. COMMON 25271C102 1,087 22,300 SH   SOLE   22,300 0 0
DIRECTV Group Inc COMMON 25490A309 128,553 1,682,185 SH   SOLE   1,435,985 0 246,200
E I du Pont de Nemours & COMMON 263534109 149,428 2,226,939 SH   SOLE   1,902,339 0 324,600
Exxon Mobil Corp COMMON 30231G102 300 3,074 SH   SOLE   3,074 0 0
General Electric Co COMMON 369604103 165,721 6,400,983 SH   SOLE   5,462,983 0 938,000
Goldman Sachs Group Inc COMMON 38141G104 279 1,700 SH   SOLE   1,700 0 0
Google Inc. COMMON 38259P508 121,352 108,884 SH   SOLE   92,884 0 16,000
Hess Corporation COMMON 42809H107 151,998 1,833,954 SH   SOLE   1,563,554 0 270,400
Hospira Inc COMMON 441060100 111,631 2,581,074 SH   SOLE   2,201,274 0 379,800
Intl Business Machines COMMON 459200101 394 2,048 SH   SOLE   2,048 0 0
Jabil Circuit, Inc. COMMON 466313103 219 12,165 SH   SOLE   12,165 0 0
JetBlue Airways Corp COMMON 477143101 406 46,666 SH   SOLE   46,666 0 0
Kohl's Corporation COMMON 500255104 114,819 2,021,460 SH   SOLE   1,725,660 0 295,800
Lowe's Companies, Inc. COMMON 548661107 133,251 2,724,967 SH   SOLE   2,325,167 0 399,800
Marsh & McLennan Cos. COMMON 571748102 129,345 2,623,640 SH   SOLE   2,237,040 0 386,600
Merck & Co. Inc. COMMON 58933Y105 477 8,400 SH   SOLE   8,400 0 0
Microsoft Corp COMMON 594918104 144,992 3,537,256 SH   SOLE   3,017,656 0 519,600
Novartis AG ADR COMMON 66987V109 129,447 1,522,548 SH   SOLE   1,282,948 0 239,600
Owens-Illinois, Inc. COMMON 690768403 123,156 3,640,450 SH   SOLE   3,114,550 0 525,900
Phillip Morris Intl COMMON 718172109 480 5,866 SH   SOLE   5,866 0 0
PNC Financial Svces Grp COMMON 693475105 316 3,634 SH   SOLE   3,634 0 0
Procter & Gamble Company COMMON 742718109 149,928 1,860,153 SH   SOLE   1,585,553 0 274,600
Qualcomm Inc. COMMON 747525103 178,542 2,264,040 SH   SOLE   1,931,040 0 333,000
Sanofi ADR COMMON 80105N105 157,117 3,005,293 SH   SOLE   2,545,793 0 459,500
Schlumberger Ltd. COMMON 806857108 136,821 1,403,296 SH   SOLE   1,192,696 0 210,600
Charles Schwab Corp COMMON 808513105 80,402 2,941,899 SH   SOLE   2,507,699 0 434,200
Southwest Airlines Co COMMON 844741108 116,276 4,924,850 SH   SOLE   4,197,450 0 727,400
TJX Companies, Inc. COMMON 872540109 791 13,034 SH   SOLE   13,034 0 0
Teradata Corporation COMMON 88076W103 148,202 3,012,854 SH   SOLE   2,567,354 0 445,500
Texas Instruments Inc. COMMON 882508104 135,496 2,873,115 SH   SOLE   2,448,615 0 424,500
Thermo Fisher Scientific, COMMON 883556102 119,313 992,292 SH   SOLE   845,792 0 146,500
Time Warner, Inc. COMMON 887317303 107,835 1,650,626 SH   SOLE   1,414,726 0 235,900
UnitedHealth Group Inc. COMMON 91324P102 123,481 1,506,048 SH   SOLE   1,289,648 0 216,400
Vodafone Group Plc ADR COMMON 92857W308 122,926 3,339,473 SH   SOLE   2,820,374 0 519,099
WellPoint Inc. COMMON 94973V107 130,645 1,312,355 SH   SOLE   1,121,455 0 190,900
Aon PLC COMMON G0408V102 121,751 1,444,605 SH   SOLE   1,225,005 0 219,600
Invesco Ltd. COMMON G491BT108 132,825 3,589,870 SH   SOLE   3,066,870 0 523,000
Weatherford Intl, Ltd. COMMON H27013103 148,923 8,578,509 SH   SOLE   7,276,209 0 1,302,300
Flextronics International COMMON Y2573F102 118,259 12,798,559 SH   SOLE   10,850,659 0 1,947,900